Kennedy Black Wealth Management is a pioneering, award-winning independent financial planning and wealth management firm, based in London, established in response to growing changes in the market for regulated financial advice. It is clear that in the past there have been several inherent conflicts of interest within the advisory profession - even among so-called ‘independent’ advisers. Kennedy Black prides itself on going further, putting the client's interests at the heart of everything we do. We go beyond the Code of Ethics required by Chartered Financial Planning firms and voluntarily adhere to the US 'Fiduciary' Standard recently endorsed by President Obama.

At the time of writing, Kennedy Black Wealth Management is one of only 683 Chartered Financial Planning firms across the UK according to the Chartered Insurance Institute.

Professional Associations & Certifications

  • Chartered Financial Planners

Serviced Areas

  • London

Contact Details

  Person Ben Smaje
  City City of London
  Postcode EC2Y 9DT
  Address 1 Fore Street
  Phone Number 020 7125 0224

Business Representative

Ben Smaje

Managing Director

Products & Services

With a focus on comprehensive financial planning, Kennedy Black can provide advice on a whole range of saving and investment opportunities. The aim is to ensure that your investments put you on the path to achieving your goals.

Among other things, we have expertise in the following sectors:

Saving Accounts
National Saving & Investments
Unit Trusts and OEICS
Investment Trusts
Onshore and Offshore Bonds
With-profit investments
Structured Products
Exchange Traded Products
Enterprise Investment Schemes and Seed EIS
Venture Capital Trusts

Kennedy Black can advise, arrange and administer a whole range of pensions, including stakeholder pensions, personal pensions and Self-Invested Personal Pensions (SIPPs) utilising some of the investment expertise laid out in our Savings & Investments section.

Our clients often have questions relating to the Lifetime Allowance and the Annual Allowance. We can help with the calculations and have access to solutions that may be suitable in both circumstances.

Furthermore, we have expertise in Qualified Recognised Overseas Pension Schemes (QROPS) which can be interesting for UK nationals looking to move abroad or foreign nationals based in the UK who have built a pension pot over here and are thinking of moving back home.

Kennedy Black offers whole-of-market mortgage advice for our existing clients. We can advise on mortgages for prime residences as well as buy-to-let and other sectors, including non-prime and overseas mortgages (holiday homes etc) .
With considerable purchasing power through pi financial and its affiliates, Kennedy Black has access to exclusive deals not available directly to consumers.

Financial protection is often overlooked and yet is an important part of providing financial security to you and your family in the event of something unexpected happening.

Social Activity

Exciting day today, moving into new office.
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@RegisMedia Bob has aged very well.
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Wow. High net worth investors with a financial plan increased their assets by 110% more than those without, says Fidelity. h/t @AlanJLSmith
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Another step closer to full income transparency in the UK?
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@DavidAllenGreen And, according to FT Alphaville, the Leave majority becomes a Remain majority in 2021 on ageing population alone.
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Rather nice little name drop in the Financial Times (3/4 of the way down)... #humblebrag via @FT
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@cssgareth Pics of old games bring back so many memories, not just having to put up with the graphics, but actually being impressed by them.
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@PostcardRohan Agree with the latter statement. Thanks for letting me know - will get cracking with it. Hope business is going well.
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